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Greenwich Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Greenwich Wealth Management’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,531
Closed -$202K – 325
2026
Q1 		$202K Buy
+2,531
New +$203K 0.01% 285
2025
Q1 		– Sell
-3,267
Closed -$208K – 266
2024
Q4 		$208K Buy
+3,267
New +$214K 0.01% 238

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Greenwich Wealth Management's UTES Position: Q2 2026 in Review

Greenwich Wealth Management sold out of Virtus Reaves Utilities ETF (UTES) in Q2 2026, closing a stake of 2,531 shares — an estimated $202K sold.

Greenwich Wealth Management first reported a position in UTES in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

  • Greenwich Wealth Management reported no remaining Virtus Reaves Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Greenwich Wealth Management sold 2,531 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $202K.
  • Greenwich Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2024 and held it in 2 quarters.
  • Greenwich Wealth Management's Virtus Reaves Utilities ETF position peaked at $208K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.